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CaveauCRM

Your Entire Business.
One Intelligent CRM.

CaveauCRM unifies your CRM pipeline, billing, support tickets, calendar, and AI intelligence into a single automated platform. Every client interaction tracked, every workflow automated, every insight at your fingertips.

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EU-Hosted Zero Vendor Lock-in GDPR Compliant AI-Powered
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Integrated Platforms
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Automated Workflows
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Event Hooks
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Third-Party Data Sharing
The Problem

The Cost of Disconnected Systems

Your CRM doesn't talk to your billing. Your support tickets live in a silo. Your calendar is a black hole. You're flying blind.

01
Fragmented Client Data
Client information scattered across CRM, billing, and support platforms. No single source of truth. Your team wastes hours cross-referencing systems before every client call.
02
Manual Processes Everywhere
New client signs up? Manually create billing account, CRM contact, welcome email, onboarding call. A deal closes? Copy data between three systems. Every handoff is a failure point.
03
Blind Spots in Client Health
Which clients are at risk? Who has overdue invoices and open tickets? You don't know until it's too late. No automated scoring, no early warnings, no proactive outreach.
The Solution

One Platform. Every Connection.

CaveauCRM is the integration layer that connects your entire business stack. Five platforms, one unified intelligence.

CaveauCRM
Integration Hub
SuiteCRM
CRM & Pipeline
FOSSbilling
Billing & Support
Baikal CalDAV
Calendar
n8n
Workflow Engine
CaveauAI
Intelligence Layer
Automation

It Just Works

Six production workflows run 24/7 connecting every platform. Events trigger instantly, data flows automatically, your team focuses on what matters.

New Client Signs Up
Client Onboarding
  • Auto-syncs new client to SuiteCRM as contact
  • Triggers Brevo welcome email sequence
  • Sends Telegram notification to your team
  • Creates CRM activity for follow-up
Support Ticket Created
Ticket Intelligence
  • Auto-ingests ticket into AI knowledge base
  • Classifies priority and urgency in real-time
  • Urgent tickets alert team via Telegram instantly
  • Generates AI-powered response suggestions
Deal Won in CRM
Deal Won Automation
  • Auto-creates FOSSbilling client account
  • Books onboarding call via CalDAV calendar
  • Triggers Brevo welcome sequence for new customer
  • Notifies team with deal details via Telegram
Invoice Overdue
Overdue Escalation
  • Brevo sends reminder email at 7-day mark
  • 30+ days overdue triggers escalation sequence
  • Creates follow-up task in SuiteCRM automatically
  • Alerts account manager via Telegram
Ticket Resolved
Post-Resolution Flow
  • Waits 2 hours, then sends CSAT satisfaction survey
  • Re-ingests resolved ticket with full thread
  • Updates AI knowledge base with resolution
  • Improves future AI response suggestions
Every Monday 07:00
Weekly Health Report
  • Computes health scores for every active client
  • Flags red-risk clients needing immediate attention
  • Delivers executive summary via Telegram
  • Stores historical scores for trend analysis
Intelligence

AI That Knows Your Clients

Every ticket, invoice, meeting, and interaction is indexed and searchable. Ask questions in natural language. Get cited answers in seconds.

RAG-Powered Knowledge Base
Every support ticket is automatically chunked, embedded, and indexed. Ask "What issues has Acme Corp had with invoicing?" and get instant, cited answers from your own data.
Client Health Scoring
Automated scoring algorithm weighing open tickets, overdue invoices, meeting frequency, sentiment analysis, and payment history. Green, amber, or red at a glance.
Natural Language Queries
No complex filters or report builders. Ask your CRM questions like "Show me all red-risk clients with overdue invoices" and get actionable results instantly.
Corpus Isolation
Client data is strictly isolated. Client-specific queries only search that client's corpus. No cross-contamination, ever. Your data stays in your collections.
Client Health Dashboard
Live
Meridian Analytics
92
Nordic Freight Group
85
Arclight Ventures
62
Delphi Consulting
54
Helios Maritime
31
Security

Private by Design

Your data never touches third-party clouds. CaveauCRM runs entirely on your infrastructure with military-grade security at every layer.

EU Bare-Metal Servers
All data resides on dedicated bare-metal servers in EU data centres. No shared hosting, no cloud providers with access to your data. Physical isolation guaranteed.
HMAC-Signed Webhooks
Every event webhook is cryptographically signed with HMAC-SHA256. Tamper-proof communication between all platforms. No unsigned payloads are ever processed.
Private Network Only
Inter-server communication runs over an encrypted WireGuard VPN. The workflow engine, vector database, and embedding service are never exposed to the public internet.
GDPR Compliant
Full GDPR compliance by design. Data stored exclusively in the EU. Corpus isolation ensures client data never leaks between tenants. Right to erasure supported natively.
Open Source

Zero Vendor Lock-in. Full Control.

CaveauCRM is built entirely on open-source platforms. You own every line of code, every database record, every workflow. No proprietary traps.

Stack
100% Open Source
SuiteCRM, FOSSbilling, Baikal CalDAV, n8n, Qdrant, MariaDB. Every component is open source and self-hosted. Fork it, audit it, extend it. It's yours.
Extensible
Connect Anything
Built on standard APIs and webhooks. Connect Stripe, Xero, Slack, Microsoft 365, or any platform with an API. The n8n workflow engine makes integration trivial.
Scale
Grows With You
Add new workflows in minutes. Swap components without rewriting. Scale from 10 clients to 10,000 on the same architecture. No per-seat pricing, no usage caps.

Ready to Unify Your Business?

Deploy CaveauCRM on your infrastructure. Connect your existing platforms. Automate from day one. Your data never leaves your servers.

Book a Demo View API & Integration Guide
Deployed on your infrastructure. Your data never leaves.